Who is betting on what in AI, and against whom.




| Date | Lab | Camp | Amount | Kind | Valuation | Role | Source |
|---|---|---|---|---|---|---|---|
| Mar 2026 | OpenAI | LLM scaling | $122B | funding round | $852B post-money | joined | CNBC, CNBC |
| Feb 2026 | Wayve | World models | $1.2B | Series D | $8.6B post-money | joined | CNBC, Wayve |
| Jan 2026 | Skild AI | Physical AI | $1.4B | Series C | $14B post-money | led | TechCrunch, Skild AI |
| Jun 2025 | Skild AI | Physical AI | $135M | Series B | $4.5B reported | led | Yahoo Finance |
| Apr 2025 | Runway | World models | $308M | Series D | $3B post-money | joined | TechCrunch |
| Mar 2025 | OpenAI | LLM scaling | $40B | funding round | $300B post-money | led | CNBC |
| Oct 2024 | OpenAI | LLM scaling | $6.6B | funding round | $157B post-money | joined | TechCrunch |
| Jul 2024 | Skild AI | Physical AI | $300M | Series A | $1.5B post-money | joined | Skild AI |
| May 2024 | Wayve | World models | $1.05B | Series C | led | Wayve |